cheddardog

a poor mans Mint, Personal Capital or other, in the making

Download transactions from your financial institutions
Save them in a json file
Generate an html spending summary report
Generate an html balance report for all accounts
Email the spending summary
Why?
- Financial insights without spraying your data to third parties.
- Enable 2 Factor auth on your financial accounts and they still work
- Local db of balances & transactions to whatever you want

Supports

American Express
Bank of America (CA)
Etrade
Fidelity
Schwab
Vanguard
2 Factor Auth: works, but you'll have to babysit the run and enter the 2nd factor manually

Download Ledger from Financial Institutions

credentials come from env vars, config is in config.json

update config.json with which accounts you want refreshed.
Set BOFA_USER and BOFA_PW env variable and/or
Set AMEX_USER and AMEX_PW env variable and/or
Set SCHWAB_USER and SCHWAB_PW env variable and/or
Set VANGUARD_USER and VANGUARD_PW env variable
npm install
npm run build
npm run refresh to generate ./out/txndb.json

Tip: Use 1password cli or set env vars without saving to history

To simplify repetitive execution, consider something like this in a .zshrc file

cheddardog() {
    eval $(op signin)

    echo 'Configuring AMEX...'
    TEMP=`op get item amex | jq -r "(.details.fields[1].value, .details.fields[2].value)"`
    export AMEX_USER=`echo $TEMP | head -1`
    export AMEX_PW=`echo $TEMP | tail -1`

    // .... more accounts credentials

    export SENDGRID_API_KEY=`op get item sendgrid_account_name | jq -r .details.fields[0].value`
}

Send Report

Set SENDGRID_API_KEY env variable
update config.json with the email sender (from) and receipients (to)
npm run send to generate ./out/index.html and have it emailed

Known issues

Only works on Mac OS (download dir is hardcoded, not tested on other platforms)

Basic design

Donate

Error: ENOENT: no such file or directory, open 'out\txndb.json'

Hi. This is an extremely helpful script. Unfortunately, I keep getting the same error each time I run it.

I start the script with, 'npm run refresh'.
The script runs.
It opens up the browser and successfully logs in to my bank.
It navigates to the correct page and downloads the transactions.
Then, it ends with an error code.

Here is the output of the script:

[email protected] refresh D:\Google Drive\Finances\Automate transaction downloads\cheddardog_2
node dist/src/refresh.js

Refresh configuration:
√ refresh configuration read. Will refresh 1 accounts

Starting cheddardog v2.2.77:
√ browser launched
√ page created

Fetching BofA Transactions:
√ rm -rf C:\Users\danny\Downloads\stmt*.csv
√ https://www.bankofamerica.com loaded
√ username entered
√ password entered
√ signed in
√ account page loaded
√ download form opened
√ file type selected
√ custom date range 11/29/2019 to 01/29/2020 configured
√ download complete
√ statement loaded
√ loaded 51 transactions

❌ Error: ENOENT: no such file or directory, open 'out\txndb.json'
❌ Error: ENOENT: no such file or directory, open 'out\txndb.json'
at Object.openSync (fs.js:440:3)
at Object.readFileSync (fs.js:342:35)
at Function.load (D:\Google Drive\Finances\Automate transaction downloads\cheddardog_2\dist\src\store\store.js:40:36)
at Function.update (D:\Google Drive\Finances\Automate transaction downloads\cheddardog_2\dist\src\store\store.js:48:26)
at D:\Google Drive\Finances\Automate transaction downloads\cheddardog_2\dist\src\refresh.js:19:19
npm ERR! code ELIFECYCLE
npm ERR! errno 4294967295
npm ERR! [email protected] refresh: node dist/src/refresh.js
npm ERR! Exit status 4294967295
npm ERR!
npm ERR! Failed at the [email protected] refresh script.
npm ERR! This is probably not a problem with npm. There is likely additional logging output above.

npm ERR! A complete log of this run can be found in:
npm ERR! C:\Users\danny\AppData\Roaming\npm-cache_logs\2020-01-29T13_45_05_191Z-debug.log
PS D:\Google Drive\Finances\Automate transaction downloads\cheddardog_2>

I've attached the log file:
2020-01-29T13_45_05_191Z-debug.log

Thanks for any help you can provide in getting past this error.

skhavari / cheddardog Goto Github PK

cheddardog's Introduction

cheddardog

Supports

Download Ledger from Financial Institutions

Send Report

Known issues

Basic design

Donate

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